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InsideArbitrage
$GO Grocery Outlet has appointed Christopher M. Miller as EVP & CFO, effective January 6, 2025. Miller joins from Shamrock Foods, where he served as CFO since January 2023. He will report to Eric J. Lindberg Jr., who has been serving as Interim President & CEO since October 2024. 📈
💼 Compensation Package
Base Salary: $550K 💵
Target Bonus: 60% of base salary 💰
Signing Bonus: $100K 🎉
Equity: Annual grants worth 200% of salary (60% PSUs, 40% RSUs) + $400K RSUs as a new hire grant 📊
🔄 Transition Details
Lindsay E. Gray will step down as Interim CFO on January 6, 2025, after serving in the role since February 2024. She will continue as SVP, Accounting & Principal Accounting Officer. 🤝
This follows the resignation of RJ Sheedy in October, which led to Lindberg stepping in as Interim CEO. The company is actively searching for a permanent CEO. 🚀
The stock is down nearly 41% since last year.
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$GO Grocery Outlet has appointed Christopher M. Miller as EVP & CFO, effective January 6, 2025. Miller joins from Shamrock Foods, where he served as CFO since January 2023. He will report to Eric J. Lindberg Jr., who has been serving as Interim President & CEO since October 2024. 📈
💼 Compensation Package
Base Salary: $550K 💵
Target Bonus: 60% of base salary 💰
Signing Bonus: $100K 🎉
Equity: Annual grants worth 200% of salary (60% PSUs, 40% RSUs) + $400K RSUs as a new hire grant 📊
🔄 Transition Details
Lindsay E. Gray will step down as Interim CFO on January 6, 2025, after serving in the role since February 2024. She will continue as SVP, Accounting & Principal Accounting Officer. 🤝
This follows the resignation of RJ Sheedy in October, which led to Lindberg stepping in as Interim CEO. The company is actively searching for a permanent CEO. 🚀
The stock is down nearly 41% since last year.
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Investing visuals
It’s been a while since we’ve seen a red day like this. Did you pick up shares of your favorite companies? 💸 https://t.co/Un9ORrLTX4
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It’s been a while since we’ve seen a red day like this. Did you pick up shares of your favorite companies? 💸 https://t.co/Un9ORrLTX4
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Stock Analysis Compilation
Diamond Hill on Allfunds $ALLFG NA
Thesis: Allfunds’ structural growth drivers and exchange-like platform make it an undervalued leader in European fund distribution
(Extract from their Q3 letter) https://t.co/vsfR81Cf53
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Diamond Hill on Allfunds $ALLFG NA
Thesis: Allfunds’ structural growth drivers and exchange-like platform make it an undervalued leader in European fund distribution
(Extract from their Q3 letter) https://t.co/vsfR81Cf53
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Startup Archive
Elon Musk on the most important lesson he learned at PayPal
“The initial thought with PayPal was to create an agglomeration of financial services. So you’d have one place where all of your financial services needs would be seamlessly integrated and work smoothly. And then we had a little feature for email payments. And whenever we’d show the system off to someone, we’d show the hard part — the agglomeration of financial services, which was quite difficult to put together. Nobody was interested. Then we’d show people email payments, which was actually quite easy, and everybody was interested.”
Elon continues:
“I think it’s important to take feedback from your environment. You want to be as closed-loop as possible. And so we focused on email payments and really tried to make that work. And that’s what really got things to take off. But if we hadn’t responded to what people said, then we probably would not have been successful. So it’s important to look for things like that and focus on them when you see them and correct your prior assumptions.”
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Elon Musk on the most important lesson he learned at PayPal
“The initial thought with PayPal was to create an agglomeration of financial services. So you’d have one place where all of your financial services needs would be seamlessly integrated and work smoothly. And then we had a little feature for email payments. And whenever we’d show the system off to someone, we’d show the hard part — the agglomeration of financial services, which was quite difficult to put together. Nobody was interested. Then we’d show people email payments, which was actually quite easy, and everybody was interested.”
Elon continues:
“I think it’s important to take feedback from your environment. You want to be as closed-loop as possible. And so we focused on email payments and really tried to make that work. And that’s what really got things to take off. But if we hadn’t responded to what people said, then we probably would not have been successful. So it’s important to look for things like that and focus on them when you see them and correct your prior assumptions.”
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InsideArbitrage
Capital One $COF announced it received approval from the Office of the Delaware State Bank Commissioner on December 18, 2024, to complete its acquisition of Discover Financial $DFS.
Capital One anticipates that the transaction will close in early 2025, subject to the approval by the Board of Governors of the Federal Reserve System and the Office of the Comptroller of the Currency.
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Capital One $COF announced it received approval from the Office of the Delaware State Bank Commissioner on December 18, 2024, to complete its acquisition of Discover Financial $DFS.
Capital One anticipates that the transaction will close in early 2025, subject to the approval by the Board of Governors of the Federal Reserve System and the Office of the Comptroller of the Currency.
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Stock Analysis Compilation
Riverwater Partners on Uranium Energy Corp $UEC US
Thesis: Uranium Energy Corp. stands to benefit from clean energy demand, supply constraints, and geopolitical diversification
(Extract from their Q3 letter) https://t.co/sE6FkgMvmA
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Riverwater Partners on Uranium Energy Corp $UEC US
Thesis: Uranium Energy Corp. stands to benefit from clean energy demand, supply constraints, and geopolitical diversification
(Extract from their Q3 letter) https://t.co/sE6FkgMvmA
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Offshore
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InsideArbitrage
Soho House $SHCO received an offer from a new third-party consortium to acquire the company for $9.00 per share.
✴️The offer is conditioned on certain significant shareholders, including Soho's Executive Chairman, Ron Burkle, and The Yucaipa Companies, rolling over their equity interests as part of the transaction.
✴️ The Board has formed an independent Special Committee to evaluate the offer.
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Soho House $SHCO received an offer from a new third-party consortium to acquire the company for $9.00 per share.
✴️The offer is conditioned on certain significant shareholders, including Soho's Executive Chairman, Ron Burkle, and The Yucaipa Companies, rolling over their equity interests as part of the transaction.
✴️ The Board has formed an independent Special Committee to evaluate the offer.
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Investing visuals
Clash of the Classics: Pepsi $PEP vs. CocaCola $KO. Who would you pick? https://t.co/gMGhTGWFqW
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Clash of the Classics: Pepsi $PEP vs. CocaCola $KO. Who would you pick? https://t.co/gMGhTGWFqW
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Dimitry Nakhla | Babylon Capital®
RT @DimitryNakhla: Thermo Fisher Scientific $TMO boasts a stellar record of EPS growth over the long haul 📈
Pre-pandemic, it saw revenue increase in 14 of 15 years ✅
Post-boom normalization has been a challenge, but 2024 looks set for a growth resurgence 🧬
#stocks #investing https://t.co/vWgDBKQYj2
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RT @DimitryNakhla: Thermo Fisher Scientific $TMO boasts a stellar record of EPS growth over the long haul 📈
Pre-pandemic, it saw revenue increase in 14 of 15 years ✅
Post-boom normalization has been a challenge, but 2024 looks set for a growth resurgence 🧬
#stocks #investing https://t.co/vWgDBKQYj2
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